Alerts (Advanced Alerts) are system generated email notifications sent to a user of the software that includes information based on data within the application.
The email notification will include an attached Excel file with the related data as well as a hyperlink to access the live and updated information online within the software.
These alerts can be used for tracking historical data along with reporting on performance which can be based on customers, transactions, users and activities. These advanced alerts can be setup to run on schedule.
Setting up an Advanced Alert.
To create an advanced alert, click on the "Alert" Icon located on the toolbar.
Save the created view.
The "Edit Alert" window will open
Here you can enter a description for the alert, set the order and priority, enable the view to show in the tab, and assign the alert to specific users.
Some Examples of Advanced Alerts that can be setup:
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Past Due Customers that have not been contacted in last 30 days
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Weekly Activity
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Weekly Cash Receipts Expected (this week)
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Weekly Cash Receipts Received (last week)
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Expected Payments
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Disputed Invoices